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Law Firm Velocity offers a full suite of services designed to get a grip on your financials, increase profit margins, monitor your progress, and forecast your future needs.
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Case Management Systems
Law Firm Velocity is a Certified Partner and Consultant of today's leading Law Firm Case Management Systems.
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Insights for Law Firms
Law Firm Operations
by
Paul W Carlson, CPA
Forecast Cash and Revenue - Contingency Based Law Firm - Pipeline Report
In this video blog post, we outline a specialized process for utilizing a pipeline report to accurately forecast revenue and cash flow in contingency-based law firms.
IOLTA
by
Paul W Carlson, CPA
Texas IOLTA Trust Account Recordkeeping Resources for Law Firms
Guide to Texas IOLTA Trust Account Recordkeeping
by
Paul W Carlson, CPA
6 Potential Consequences of Bad Bookkeeping for Businesses
by
Paul W Carlson, CPA
How Can Businesses Use Technology to Navigate Financial Uncertainty?
by
Paul W Carlson, CPA
8 Types of Financial Statements Every Business Should Know About
by
Paul W Carlson, CPA
The Importance of Accurate and Timely Financial Statements for Businesses
by
Paul W Carlson, CPA
10 Important KPIs Your Firm Should Be Monitoring
Law Firm Operations
by
Paul W Carlson, CPA
Advanced Client Costs for Contingency Matters are Capitalized as Loans and are Not Deductible Business Expenses
Review best practices in applying advanced client costs and keeping an accurate firm balance sheet.
by
Paul W Carlson, CPA
Collections by Timekeeper for Actionstep Flat Fee Matters
Collections by Timekeeper for Actionstep Flat Fee Matters
by
Paul W Carlson, CPA
Advanced Client Cost Process for Immigration Firms - CosmoLex
Advanced Client Cost Process for Immigration Firms - CosmoLex
by
Paul W Carlson, CPA
Immigration Law Firm - Complex Matter Accounting Example in Soluno
Immigration Law Firm - Complex Matter Accounting Example in Soluno
by
Paul W Carlson, CPA
MyCase Payment Plans - Step 3 - Managing Payment Plan Balances and Payments
MyCase Payment Plans - Step 3 - Managing Payment Plan Balances and Payments
by
Paul W Carlson, CPA
MyCase Payment Plans - Step 2 - Create Payment Plans on Client Invoices
MyCase Payment Plans - Step 2 - Create Payment Plans on Client Invoices
by
Paul W Carlson, CPA
MyCase Payment Plans - Step 1 - Quickly Collect Initial Client Credit Card Payments
MyCase Payment Plans - Step 1 - Quickly Collect Initial Client Credit Card Payments
by
Paul W Carlson, CPA
MyCase Payment Plans - Introduction
MyCase Payment Plans - Introduction
by
Paul W Carlson, CPA
Lawmatics Weekly Lead Report
Lawmatics Weekly Lead Report
by
Paul W Carlson, CPA
Hourly Process for Flat Fees - Collected and Billable Reporting for Flat Fee Matters
Hourly Process for Flat Fees - Collected and Billable Reporting for Flat Fee Matters
by
Paul W Carlson, CPA
Weekly Billable Dollars Report from Cosmolex
Weekly Billable Dollars Report from Cosmolex
by
Paul W Carlson, CPA
Law Firm CRM - Best practices, example reports, and example dashboards
Law Firm CRM - Best practices, example reports, and example dashboards
by
Paul W Carlson, CPA
Immigration Law Firm Trust and Client Accounting in Soluno
Immigration Law Firm Trust and Client Accounting in Soluno
by
Gusto Payroll Process Using Time Tracking for Hourly Employees
Gusto Payroll Process Using Time Tracking for Hourly Employees
by
Paul W Carlson, CPA
Gusto Payroll Time Tracking - How to Record Time Using Gusto's Internal Time Tracker
Gusto Payroll Time Tracking - How to Record Time Using Gusto's Internal Time Tracker
by
Paul W Carlson, CPA
Soluno for Immigration Firms - High Volume IOLTA and Tracking Unearned Prepaid Flat Fees
Soluno for Immigration Firms - High Volume IOLTA and Tracking Unearned Prepaid Flat Fees
by
Paul W Carlson, CPA
WIP and Net Client IOLTA Balances in MyCase - Part of our MyCase Hourly Firm Guide
WIP and Net Client IOLTA Balances in MyCase - Part of our MyCase Hourly Firm Guide
by
Paul W Carlson, CPA
Billing Rate Setup in MyCase - Part of our MyCase Hourly Firm Guide
Billing Rate Setup in MyCase - Part of our MyCase Hourly Firm Guide
by
Paul W Carlson, CPA
Billable Dollars in MyCase - Part of our MyCase Hourly Firm Guide
Billable Dollars in MyCase - Part of our MyCase Hourly Firm Guide
by
Paul W Carlson, CPA
Leads by Lead Source
Leads by Lead Source
by
Paul W Carlson, CPA
Collections by Timekeeper with Flat Fees - Soluno
Collections by Timekeeper with Flat Fees - Soluno
by
Paul W Carlson, CPA
Advanced Client Costs - Storing Vendor Invoices in Soluno
Advanced Client Costs - Storing Vendor Invoices in Soluno
by
Paul W Carlson, CPA
Payment Plans - Invoice Options
Payment Plans - Invoice Options
by
Paul W Carlson, CPA
Soluno Income Statement
Soluno Income Statement
by
Paul W Carlson, CPA
Bank Account Balances and Activity in Soluno
Bank Account Balances and Activity in Soluno
by
Paul W Carlson, CPA
Weekly Billable Dollars Tracking
Weekly Billable Dollars Tracking
by
Paul W Carlson, CPA
Soluno Contingency Workflow Demo
Soluno Contingency Workflow Demo
by
Paul W Carlson, CPA
Advanced Cost Workflow & Accounting System Permissions - Contingency Based Law Firms
Advanced Cost Workflow & Accounting System Permissions - Contingency Based Law Firms
by
Paul W Carlson, CPA
Client Invoices for Contingency Matter Fees - Soluno
Client Invoices for Contingency Matter Fees - Soluno
by
Paul W Carlson, CPA
Client Invoices for Contingency Matters - Advanced Costs - Soluno
Client Invoices for Contingency Matters - Advanced Costs - Soluno
by
Paul W Carlson, CPA
Client Costs Charged to Credit Cards - Soluno
Client Costs Charged to Credit Cards - Soluno
by
Paul W Carlson, CPA
Paying Advanced Client Costs from Operating Bank Accounts - Soluno
Paying Advanced Client Costs from Operating Bank Accounts - Soluno
by
Paul W Carlson, CPA
Activity Codes in Soluno
Activity Codes in Soluno
by
Paul W Carlson, CPA
Batch Check Print - Soluno
Batch Check Print - Soluno
by
Paul W Carlson, CPA
Soluno Adding Checks to be Printed
Soluno Adding Checks to be Printed
by
Paul W Carlson, CPA
Forecast Cash and Revenue - Contingency Based Law Firm - Pipeline Report
Forecast Cash and Revenue - Contingency Based Law Firm - Pipeline Report
by
Paul W Carlson, CPA
Flat Fee Matter Management - Tracking Available Hours and Dollars
Flat Fee Matter Management - Tracking Available Hours and Dollars
by
Paul W Carlson, CPA
Client Ledger Report in Soluno
Client Ledger Report in Soluno
by
Paul W Carlson, CPA
Single Matter Trust Ledger Report in Soluno
Single Matter Trust Ledger Report in Soluno
by
Paul W Carlson, CPA
Trust Deposits in Soluno
Trust Deposits in Soluno
by
Paul W Carlson, CPA
Trust Receipts in Soluno
Trust Receipts in Soluno
by
Paul W Carlson, CPA
Manual Trust Disbursements in Soluno
Manual Trust Disbursements in Soluno
by
Paul W Carlson, CPA
Adding Files, Matters, & Cases in Soluno
Adding Files, Matters, & Cases in Soluno
by
Paul W Carlson, CPA
Adding Contacts in Soluno
Adding Contacts in Soluno
by
Paul W Carlson, CPA
Prepaid Flat Fees - Tracking Individual Timekeeper Collections and Balance of Outstanding Work
Prepaid Flat Fees - Tracking Individual Timekeeper Collections and Balance of Outstanding Work
by
Paul W Carlson, CPA
Collections by Employee with Flat Fees Actionstep
Collections by Employee with Flat Fees Actionstep
by
Paul W Carlson, CPA
Create and Edit Budgets in QuickBooks Online
Create and Edit Budgets in QuickBooks Online
by
Paul W Carlson, CPA
Budget Overview Report in QuickBooks Online
Budget Overview Report in QuickBooks Online
by
Paul W Carlson, CPA
Lead Source Report
Lead Source Report
by
Paul W Carlson, CPA
Referral Partner Tracking and Scoring
Referral Partner Tracking and Scoring
by
Paul W Carlson, CPA
Print IOLTA Checks From QuickBooks Desktop Hosted Right Networks
Print IOLTA Checks From QuickBooks Desktop Hosted Right Networks
by
Paul W Carlson, CPA
Law Firm Payroll - Payroll Frequency and Paycheck Timing
Law Firm Payroll - Payroll Frequency and Paycheck Timing
by
Paul W Carlson, CPA
Pipedrive for Law Firms
Pipedrive for Law Firms
by
Paul W Carlson, CPA
CosmoLex Invoice Process - Create Invoice, Apply IOLTA, Email
CosmoLex Invoice Process - Create Invoice, Apply IOLTA, Email
by
Paul W Carlson, CPA
CosmoLex Time and Expense Entries and Activity Reports
CosmoLex Time and Expense Entries and Activity Reports
by
Paul W Carlson, CPA
CosmoLex Adding Clients, Matters, and IOLTA Deposits
CosmoLex Adding Clients, Matters, and IOLTA Deposits
by
Paul W Carlson, CPA
CosmoLex Users, Timekeepers, and Default Billing Rates
CosmoLex Users, Timekeepers, and Default Billing Rates
by
Paul W Carlson, CPA
CosmoLex - Client IOLTA Reporting - Immigration Law
CosmoLex - Client IOLTA Reporting - Immigration Law
by
Paul W Carlson, CPA
CosmoLex - Filing Fees from IOLTA - Immigration Law
CosmoLex - Filing Fees from IOLTA - Immigration Law
by
Paul W Carlson, CPA
CosmoLex - Invoice Payments - Immigration Law
by
Paul W Carlson, CPA
CosmoLex - IOLTA Deposit - Immigration Law
CosmoLex - IOLTA Deposit - Immigration Law
by
Paul W Carlson, CPA
CosmoLex - Create Client, Matter, and Flat Fee Invoice - Immigration Law
CosmoLex - Create Client, Matter, and Flat Fee Invoice - Immigration Law
by
Paul W Carlson, CPA
CosmoLex Case Study - Immigration Law Practice Management and Accounting Systems
CosmoLex Case Study - Immigration Law Practice Management and Accounting Systems
by
Paul W Carlson, CPA
CosmoLex Intro - Immigration Law Practice Management and Accounting Systems
CosmoLex Intro - Immigration Law Practice Management and Accounting Systems
by
Paul W Carlson, CPA
IOLTA Trust Account Reconciliation Checklist
IOLTA Trust Account Reconciliation Checklist
by
Paul W Carlson, CPA
Example IOLTA Trust Account Reconciliation
Example IOLTA Trust Account Reconciliation
Clio
by
Paul W Carlson, CPA
Client Balances and Accounts Receivable IOLTA Draws
Learn the best way to standardize your billing process to avoid unpaid balances from customers.
Clio
by
Paul W Carlson, CPA
Weekly Billable Dollar Report from Clio
Weekly Billable Dollar Report from Clio
Clio
by
Paul W Carlson, CPA
Matter Balance Summary Report - Manage Clio IOLTA Balances
Matter Balance Summary Report - Manage Clio IOLTA Balances
Clio
by
Paul W Carlson, CPA
Manage Client Trust Balances with Clio Matter Balance Summary Report
Manage Client Trust Balances with Clio Matter Balance Summary Report
Clio
by
Paul W Carlson, CPA
Leads Report from Clio Grow - Introduction
Leads Report from Clio Grow - Introduction
Clio
by
Paul W Carlson, CPA
Leads Report from Clio Grow - Custom Fields
Leads Report from Clio Grow - Custom Fields
by
Leads Report from Clio Grow - Creating Report in Excel
Leads Report from Clio Grow - Creating Report in Excel
Clio
by
Paul W Carlson, CPA
Flat Fee Immigration Invoices in Clio - Step 2 - Apply IOLTA Funds
Dive into step two of the flat fee invoice process, applying IOLTA funds.
Clio
by
Paul W Carlson, CPA
Flat Fee Immigration Invoices in Clio - Step 1 - Client Intake
Review the first step in preparing flat-fee immigration invoices and recording the IOLTA deposit.
Clio
by
Paul W Carlson, CPA
Clio Subcontractor Billing Process
Learn how to stay up to date with subcontractors in Clio.
Clio
by
Paul W Carlson, CPA
Clio Prepaid Flat Fee Process - Matter, Invoice, and Payment
Generate an invoice within Clio for prepaid flat fees.
Clio
by
Paul W Carlson, CPA
Clio Matter Budgets - Summary Management Report
Learn how to use Excel to make your budget summary report.
Clio
by
Paul W Carlson, CPA
Clio Matter Budgets - Options and Example Management Report
Review the options available to run budget reports.
Clio
by
Paul W Carlson, CPA
Clio IOLTA Daily or Weekly Review
Keeping Clio trust account balances updated and correct throughout the month.
Clio
by
Paul W Carlson, CPA
Clio Consultation Invoices and Payments
Learn how to create a consultation invoice and payment within Clio.
Clio
by
Paul W Carlson, CPA
Billable Dollars from Clio
Implement best practices in pulling a Billable Dollars report from Clio.
Clio
by
Paul W Carlson, CPA
Aggregate IOLTA Draws in Clio
Making IOLTA trust account draws.
Clio
by
Paul W Carlson, CPA
Billing Rates in Clio
Join us in learning how to set and edit billing rates in Clio.
Clio
by
Paul W Carlson, CPA
Creating Client Invoices in Clio
Walk through best practices in sending client invoices while using Clio.
Clio
by
Paul W Carlson, CPA
Billable and Collected Time in Clio
Learn the ins and outs of calculating billable hours and running related reports.
Clio
by
Paul W Carlson, CPA
Clio Trust Requests for Retainers or Advance Fees
Join us in learning about the best way to request advance retainers using Clio.
Law Firm Operations
by
Paul W Carlson, CPA
How to schedule EIDL loan payments from Pay.gov
Learn the ins and outs of scheduling your EIDL loan payments on Pay.gov with our straightforward guide, designed to simplify your repayment journey.
Law Firm Operations
by
Paul W Carlson, CPA
Check your EIDL loan balance, next payment due date, and payment allocation to interest and principal
In this video post, we guide you through using the SBA Capital Access Financial System website to keep tabs on your EIDL loan, including how to check your next payment due date, outstanding loan balance, and how your payments are allocated between interest and principal.
Law Firm Operations
by
Paul W Carlson, CPA
Right Number in the Right Box - Employee Evaluations
In our latest blog post, Steve Parker, CPA, demystifies the employee evaluation process by explaining what the accuracy and speed of numerical data entry can reveal about an employee's competence and fit for your company.
Law Firm Operations
by
Paul W Carlson, CPA
Prepaid Flat Fees - Tracking individual timekeeper collections and balance of outstanding work
Managing prepaid flat fees requires meticulous tracking, not just of the funds themselves, but also of individual timekeeper collections and the balance of outstanding work to be completed.
Law Firm Operations
by
Paul W Carlson, CPA
Practice Management Systems for Personal Injury Firms
This post highlights how general practice management systems may not be the best fit for personal injury firms, and highlights CASEpeer, Cloudlex, and Filevine as specialized options worth considering.
IOLTA
by
Paul W Carlson, CPA
Colorado COLTAF / IOLTA Trust Account Resources
This post outlines key resources for managing Colorado COLTAF / IOLTA accounts.
IOLTA
by
Paul W Carlson, CPA
California IOLTA Trust Account Resources
Certainly, in this quick guide, we highlight the key resources we use for managing California IOLTA trust accounts.
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